Banking Customer Service Job Description
Banking customer service
provides multiple specialised services to customers for a range of products or services, difficult complaint and fault inquiries, deployment of services and staff;.
Banking Customer Service Duties & Responsibilities
To write an effective banking customer service job description, begin by listing detailed duties, responsibilities and expectations. We have included banking customer service job description templates that you can modify and use.
Sample responsibilities for this position include:
To work on the automated dialer telephone system to collect overdue payments from the client base and assertively negotiate with the Group's Clients who are in arrears in line with current strategy and policies
To validate if payments have been made on payment due dates as set by the previous agent, negotiating strong promises to pay with clients and to determine the next step in the strategy
Accurate systems updates are expected by the ASU Customer Service Phone Agent with an Action & Results code and any other relevant notes required
Contact Agents will be assessed on a series of targets / metrics
Design, compile and deliver the critical periodic management reporting for the business related to operational metrics, Business Banking Customer fulfilled reporting
Utilising key business improvement methodologies
Support the development and maintenance of processes in the CMP Customer Services Centre
Perform teller duties in branch, including to handle counter transactions in cash, cheque and foreign exchange
Provide efficient and customer-focused service to meet customers' needs and exceed expectations
Identify cross-selling opportunities proactively and make referrals to sales staff to promote banking products and offer differentiated banking solutions
Banking Customer Service Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Banking Customer Service
List any licenses or certifications required by the position: BCSBI
Education for Banking Customer Service
Typically a job would require a certain level of education.
Employers hiring for the banking customer service job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Military, Finance, Management, Economics, Computer, Spectrum, Financial Services, Associates
Skills for Banking Customer Service
Desired skills for banking customer service include:
Services and business operations to enable resolution of customer inquiries
Company’s products
Confidentiality
Integrity of employee and customer information
Procedures for maintaining security
Products and services offered
Way that contributes to your branch’s success
Product/procedures
Financial services product range
Desired experience for banking customer service includes:
Establish an environment for inclusion and diversity initiatives
Be available to teams and others to assist with real time customer issues
Must have APA Loans Qualification Or Must be QFA Qualified
Knowledge of computer programs,ie word processing, spreadsheets
Minimum 1 year of teller experience in banking operations or customer service area in Consumer Banking
Good understanding of branch operations, banking products and services is an advantage
Banking Customer Service Examples
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Banking Customer Service Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of banking customer service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for banking customer service
- Handle inbound calls in 24 hours shift duties to deliver quality service to the customers, attain high customer satisfaction and exceeding business goals
- Handle customer enquiries regarding settlement, dividend payment, IPO issues, / complaints or refer the case to the appropriate parties for resolution and reply
- Handle customer account related enquiries such as account balance, position, commission charges, change of address, payment, cashiering methods, / complaints or refer the case to the appropriate parties for resolution and reply
- Timely delivery of work assigned
- Timely and accurate feedback for enquiry from internal and external sources
- All work performed is in accordance with the established procedures, policies, guidelines and standards as applicable
- Full compliance with all the Bank's policies, guidelines and code of conduct etc
- Timely escalation of error, problem, exception or abnormal transaction to Team Lead
- Ensure payments are promptly prepared and Checkers are made aware of time critical payments
- Ensure LC (Issue, Advise Amend) are promptly reviewed, workable and prepared for issue / advise / amend after appropriate authorization
Qualifications for banking customer service
- Leadership quality and able to work independently
- Innovative and creative in problem solving while playing by the rules
- Post secondary with over 3 years’ solid customer servicing experience or University graduate with minimum 1 years of relevant experience in the dealing firm or banking industry
- Good team player, initiative, sales oriented and self motivated
- Be responsive to any ad hoc duties or other duties that may be assigned
- Ability to recognise and ensure quality and compliance in the course of work
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Banking Customer Service Job Description
Job Description Example
Our growing company is looking for a banking customer service. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for banking customer service
- Filing and general administrative tasks as required in the daily running of the Dept
- Monitor fees, commissions and charges to be collected from customers in timely manner
- Deal with queries in timely manner
- Monthly Dept statistics as requested
- Monitoring of Daily reports as requested
- Full attendance of all training courses as required
- Extract, consolidate and review customer queries landscape transaction trends and summarize highlights to management
- Providing input into Client Planning and Customer Meetings by contributing relevant information where appropriate in respect of operational servicing
- To service customers in areas of opening and closing account, Safe Deposit Box, and other financial transactions related to DBSI product including any checking and verifying of customer’s document
- Handle customer’s inquiries either by phone or in person and provide information on matters such as balance of account, exchange rate, and cash transaction, including banking products or services
Qualifications for banking customer service
- Proficiency in spoken and written Chinese / English and fair Putonghua
- Proficient in MS Office & PC applications
- Related qualifications as Relevant Individual License/ SFO requirements
- Willingness to work for 24 hrs shift (overnight shift)
- Post secondary or above, preferably degree holder in any disciplines
- Able to work in shifts on weekends and public holidays
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Banking Customer Service Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of banking customer service. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for banking customer service
- To be able to perform teller transactions as per KYC/AML guidelines and procedures
- To make sure that verification and confirmation of all financial application forms are taking place
- To meet zero defects of financial transactions processing
- To co-operate and work with other internal departments on customer’s transactions
- To monitor complaint tracking and meet the required time resolution via CTS
- Handle incoming customer calls from clients
- Handle assigned support tickets/email/fax requests
- Research and investigate all customer issues and concerns to resolution
- Provide on-going training support to address customer daily related concerns
- Review credit report, gather information, recommend items to be returned or paid and inform account officers of any OD, NSF
Qualifications for banking customer service
- Sound knowledge in Dealing operations
- Embrace standard models of “service excellence” for customer engagement, sales and service processes, customer communications and premises management
- Achieve average score of above 80% for BSI and above 60% for Customer Engagement Score
- Ensure the upkeep and maintenance of the branch premises and merchandising in accordance with prescribed standards
- Ensure zero defects for all documentations in wealth sales, loans and account opening
- Passion for customer service, including resolving customer complaints
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Banking Customer Service Job Description
Job Description Example
Our growing company is looking to fill the role of banking customer service. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for banking customer service
- To lead / drive data analytic and demand management projects/ digitally-enabled transformation initiatives from data preparation to modeling to experimentation to implementation
- Develop solutions & leverage on data analytics to drive demand management, digitisation and enhance operational efficiency
- End-to-end management of projects from the initialization phase (business case) to the preparation stage (communicate, setup team, define scope) to the execution phase (status update, tracking and implementation)
- Lead work stream(s) or facilitate workshops to achieve Regional strategic objectives
- Closely track, deliver and ensure the realization of tangible outcomes from CJs, demand management, digitally-enabled transformation initiatives
- Able to articulate progress/coverage on our overall landscape and provides regular score-cards and status update to senior stakeholders
- Ensures that the implementation is done in a consistent and standardized fashion across all locations, all business areas
- Responsible for Marketing and branding of success stories at program level
- Assist potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing
- Actively identifies sales opportunities to originate new business by marketing, evaluating and processing consumer loans and ancillary products
Qualifications for banking customer service
- Good operational knowledge of branch banking
- Good leadership skills that will inspire high performance from staff
- Minimum 3 years relevant banking experience and in similar capacity
- At least 5 years of work experience while showcasing leadership qualities, preferably in corporate banking business environment
- Good people engagementand interpersonal skills with internal and external stakeholders
- Mature with the ability to align to management direction/ decision and execute actions effective and efficiently and independently
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Banking Customer Service Job Description
Job Description Example
Our innovative and growing company is hiring for a banking customer service. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for banking customer service
- Manage all day-to-day responsibilities for servicing an ever growing consumer loan portfolio
- Take ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans
- Perform clerical functions associated with generating new accounts, processing loans and handling payments
- Develop an understanding and abides by the philosophy of the organization, including company policies, operational procedures and compliance
- May provide guidance and/or mentoring to less experienced customer service associates
- Monitors and assists CSA’s with balancing computation, approval, overrides and any complex problems that might arise
- Assures that auditing controls are observed
- Responsible for the development and training of the CSA’s through effective coaching techniques
- Work direct customer service duties and responsibilities to ensure timely, professional, and accurate communication with the Bank's commercial retail customers
- Prepare timely problem management reporting overall Bank notification of ACH processing delays which impact departments outside Electronic Banking
Qualifications for banking customer service
- Passion in customer servicing to embrace changes and innovative
- Meticulous and analytical to pre-empt all challenges before implementation
- Ability to multi task and to encompass new and different lines of business as the team’s role expand
- Ability to be intuitive to customer’s requests and ability to handle difficult customers and situations with professionalism
- To handle stressful situations and be resilient in them
- To have the ability to adapt positively to a changing environment